{"id":403,"date":"2025-08-01T22:07:52","date_gmt":"2025-08-01T22:07:52","guid":{"rendered":"https:\/\/cfo-ready.com\/?p=403"},"modified":"2025-08-01T22:07:53","modified_gmt":"2025-08-01T22:07:53","slug":"crm-impacto-financiero-empresas","status":"publish","type":"post","link":"https:\/\/cfo-ready.com\/en\/crm-impacto-financiero-empresas\/","title":{"rendered":"What is a CRM and how does it impact your company's finances?: CRM financial effects on companies"},"content":{"rendered":"

A CRM (Customer Relationship Management) is a tool that centralizes all customer and prospect information to improve sales, marketing, and customer service.<\/p>\n\n\n\n

Its main objective is manage customer relationships<\/strong> to increase revenue, retain customers, and optimize business processes. There are cloud versions (such as Odoo<\/a>, Salesforce, HubSpot or Zoho) and local, adaptable to companies of any size.<\/p>\n\n\n\n

\n\n\n\n

Main benefits of a CRM<\/h3>\n\n\n\n
    \n
  1. Increase in sales and customer retention<\/strong>\n
      \n
    • Facilitates the follow-up of prospects and opportunities.<\/li>\n\n\n\n
    • Reduce customer turnover by improving after-sales service.<\/li>\n<\/ul>\n<\/li>\n\n\n\n
    • Reduction of operating costs<\/strong>\n
        \n
      • Automate sales and marketing tasks, reducing manual work.<\/li>\n\n\n\n
      • Avoid duplication of efforts in commercial management.<\/li>\n<\/ul>\n<\/li>\n\n\n\n
      • Improving cash flow and collections<\/strong>\n
          \n
        • Allows tracking of payments, billing and delinquent customers.<\/li>\n\n\n\n
        • Reduces overdue loans and improves working capital.<\/li>\n<\/ul>\n<\/li>\n\n\n\n
        • More accurate financial planning and projections<\/strong>\n
            \n
          • Provides sales reports, conversion rates, and revenue projections.<\/li>\n\n\n\n
          • Facilitates the integration of forecasts with financial budgets.<\/li>\n<\/ul>\n<\/li>\n<\/ol>\n\n\n\n
            \n\n\n\n

            Financial impact of a CRM on financial statements<\/h3>\n\n\n\n

            The implementation of a CRM not only improves the relationship with customers, but also directly impacts finances<\/strong> of the company. The main effects are:<\/p>\n\n\n\n

              \n
            • Increased income<\/strong> thanks to increased retention and opportunity follow-up.<\/li>\n\n\n\n
            • Reduction of expenses<\/strong> by automating sales and marketing.<\/li>\n\n\n\n
            • Better cash flow<\/strong> by reducing the overdue portfolio.<\/li>\n\n\n\n
            • Higher operating profit<\/strong> due to increased sales and reduced costs.<\/li>\n<\/ul>\n\n\n\n
              \n\n\n\n

              Practical example: before and after implementing a CRM<\/h3>\n\n\n\n

              Below is a financial comparison<\/strong> of a service company before and after implementing a CRM:<\/p>\n\n\n\n

              Concept<\/th>Formerly CRM (MXN)<\/th>After CRM (MXN)<\/th>Variation (MXN)<\/th>Variation (%)<\/th><\/tr><\/thead>
              Sales<\/td>10,000,000<\/td>11,500,000<\/td>1,500,000<\/td>15%<\/td><\/tr>
              Cost of Sales<\/td>6,000,000<\/td>6,900,000<\/td>900,000<\/td>15%<\/td><\/tr>
              Gross Profit<\/td>4,000,000<\/td>4,600,000<\/td>600,000<\/td>15%<\/td><\/tr>
              Sales\/Marketing Expenses<\/td>2,500,000<\/td>2,250,000<\/td>-250,000<\/td>-10%<\/td><\/tr>
              Operating Profit<\/strong><\/td>1,500,000<\/td>2,350,000<\/td>850,000<\/td>56.7%<\/td><\/tr>
              Income Collected (Cash Flow)<\/td>8,000,000<\/td>10,350,000<\/td>2,350,000<\/td>29.4%<\/td><\/tr><\/tbody><\/table><\/figure>\n\n\n\n

              Conclusions from the example:<\/strong><\/p>\n\n\n\n

                \n
              • Operating profit increased by 56.7%.<\/li>\n\n\n\n
              • Cash flow improved by nearly 30% by reducing overdue portfolio.<\/li>\n\n\n\n
              • Investment in CRM is justified if the annual cost is less than the \u00a3$850,000 increase in profit.<\/li>\n<\/ul>\n\n\n\n
                \n\n\n\n

                Conclusion: The ROI of a CRM<\/h3>\n\n\n\n

                Implementing a CRM is not only a business strategy, but also a smart financial decision<\/strong>It allows you to sell more, reduce costs, improve cash flow, and increase profitability.<\/p>\n\n\n\n

                If your company does not yet have a CRM, this tool can be the key to improve your finances and accelerate your growth<\/strong>.<\/p>","protected":false},"excerpt":{"rendered":"

                Un CRM (Customer Relationship Management o Gesti\u00f3n de Relaciones con Clientes) es una herramienta que centraliza toda la informaci\u00f3n de clientes y prospectos para mejorar las ventas, el marketing y el servicio al cliente. Su principal objetivo es gestionar la relaci\u00f3n con los clientes para incrementar ingresos, retener clientes y optimizar los procesos comerciales. Existen […]<\/p>","protected":false},"author":2,"featured_media":275,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"_et_pb_use_builder":"off","_et_pb_old_content":"","_et_gb_content_width":"","footnotes":""},"categories":[111,75],"tags":[],"class_list":["post-403","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-crm","category-erp"],"yoast_head":"\nCRM efectos financieros en empresas<\/title>\n<meta name=\"description\" content=\"Descubre qu\u00e9 es un CRM, sus beneficios y c\u00f3mo mejora ventas, flujo de efectivo y utilidades en tu empresa. Mejora las finanzas de tu empresa.\" \/>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/cfo-ready.com\/en\/crm-impacto-financiero-empresas\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"CRM efectos financieros en empresas\" \/>\n<meta property=\"og:description\" content=\"Descubre qu\u00e9 es un CRM, sus beneficios y c\u00f3mo mejora ventas, flujo de efectivo y utilidades en tu empresa. Mejora las finanzas de tu empresa.\" \/>\n<meta property=\"og:url\" content=\"https:\/\/cfo-ready.com\/en\/crm-impacto-financiero-empresas\/\" \/>\n<meta property=\"og:site_name\" content=\"cfo ready\" \/>\n<meta property=\"article:published_time\" content=\"2025-08-01T22:07:52+00:00\" \/>\n<meta property=\"article:modified_time\" content=\"2025-08-01T22:07:53+00:00\" \/>\n<meta property=\"og:image\" content=\"https:\/\/cfo-ready.com\/wp-content\/uploads\/2025\/07\/qe-hacemos-ENG_3.jpg\" \/>\n\t<meta property=\"og:image:width\" content=\"350\" \/>\n\t<meta property=\"og:image:height\" content=\"800\" \/>\n\t<meta property=\"og:image:type\" content=\"image\/jpeg\" \/>\n<meta name=\"author\" content=\"hgalicia@cfo-ready.com\" \/>\n<meta name=\"twitter:card\" content=\"summary_large_image\" \/>\n<meta name=\"twitter:label1\" content=\"Written by\" \/>\n\t<meta name=\"twitter:data1\" content=\"hgalicia@cfo-ready.com\" \/>\n\t<meta name=\"twitter:label2\" content=\"Est. reading time\" \/>\n\t<meta name=\"twitter:data2\" content=\"3 minutes\" \/>\n<script type=\"application\/ld+json\" class=\"yoast-schema-graph\">{\"@context\":\"https:\/\/schema.org\",\"@graph\":[{\"@type\":\"WebPage\",\"@id\":\"https:\/\/cfo-ready.com\/crm-impacto-financiero-empresas\/\",\"url\":\"https:\/\/cfo-ready.com\/crm-impacto-financiero-empresas\/\",\"name\":\"CRM efectos financieros en empresas\",\"isPartOf\":{\"@id\":\"https:\/\/cfo-ready.com\/#website\"},\"primaryImageOfPage\":{\"@id\":\"https:\/\/cfo-ready.com\/crm-impacto-financiero-empresas\/#primaryimage\"},\"image\":{\"@id\":\"https:\/\/cfo-ready.com\/crm-impacto-financiero-empresas\/#primaryimage\"},\"thumbnailUrl\":\"https:\/\/cfo-ready.com\/wp-content\/uploads\/2025\/07\/qe-hacemos-ENG_3.jpg\",\"datePublished\":\"2025-08-01T22:07:52+00:00\",\"dateModified\":\"2025-08-01T22:07:53+00:00\",\"author\":{\"@id\":\"https:\/\/cfo-ready.com\/#\/schema\/person\/f135be1eaf73b90855169ac5f77488f0\"},\"description\":\"Descubre qu\u00e9 es un CRM, sus beneficios y c\u00f3mo mejora ventas, flujo de efectivo y utilidades en tu empresa. Mejora las finanzas de tu empresa.\",\"breadcrumb\":{\"@id\":\"https:\/\/cfo-ready.com\/crm-impacto-financiero-empresas\/#breadcrumb\"},\"inLanguage\":\"en-US\",\"potentialAction\":[{\"@type\":\"ReadAction\",\"target\":[\"https:\/\/cfo-ready.com\/crm-impacto-financiero-empresas\/\"]}]},{\"@type\":\"ImageObject\",\"inLanguage\":\"en-US\",\"@id\":\"https:\/\/cfo-ready.com\/crm-impacto-financiero-empresas\/#primaryimage\",\"url\":\"https:\/\/cfo-ready.com\/wp-content\/uploads\/2025\/07\/qe-hacemos-ENG_3.jpg\",\"contentUrl\":\"https:\/\/cfo-ready.com\/wp-content\/uploads\/2025\/07\/qe-hacemos-ENG_3.jpg\",\"width\":350,\"height\":800},{\"@type\":\"BreadcrumbList\",\"@id\":\"https:\/\/cfo-ready.com\/crm-impacto-financiero-empresas\/#breadcrumb\",\"itemListElement\":[{\"@type\":\"ListItem\",\"position\":1,\"name\":\"Portada\",\"item\":\"https:\/\/cfo-ready.com\/\"},{\"@type\":\"ListItem\",\"position\":2,\"name\":\"\u00bfQu\u00e9 es un CRM y c\u00f3mo impacta las finanzas de tu empresa?: CRM efectos financieros en empresas\"}]},{\"@type\":\"WebSite\",\"@id\":\"https:\/\/cfo-ready.com\/#website\",\"url\":\"https:\/\/cfo-ready.com\/\",\"name\":\"cfo ready\",\"description\":\"\",\"potentialAction\":[{\"@type\":\"SearchAction\",\"target\":{\"@type\":\"EntryPoint\",\"urlTemplate\":\"https:\/\/cfo-ready.com\/?s={search_term_string}\"},\"query-input\":{\"@type\":\"PropertyValueSpecification\",\"valueRequired\":true,\"valueName\":\"search_term_string\"}}],\"inLanguage\":\"en-US\"},{\"@type\":\"Person\",\"@id\":\"https:\/\/cfo-ready.com\/#\/schema\/person\/f135be1eaf73b90855169ac5f77488f0\",\"name\":\"hgalicia@cfo-ready.com\",\"image\":{\"@type\":\"ImageObject\",\"inLanguage\":\"en-US\",\"@id\":\"https:\/\/cfo-ready.com\/#\/schema\/person\/image\/\",\"url\":\"https:\/\/secure.gravatar.com\/avatar\/9d0d733043e1790b9a099cfebe8c88eb95d509f7a90bfb0cb1c24de874c8e49a?s=96&d=mm&r=g\",\"contentUrl\":\"https:\/\/secure.gravatar.com\/avatar\/9d0d733043e1790b9a099cfebe8c88eb95d509f7a90bfb0cb1c24de874c8e49a?s=96&d=mm&r=g\",\"caption\":\"hgalicia@cfo-ready.com\"},\"url\":\"https:\/\/cfo-ready.com\/en\/author\/hgaliciacfo-ready-com\/\"}]}<\/script>\n<!-- \/ Yoast SEO plugin. -->","yoast_head_json":{"title":"CRM efectos financieros en empresas","description":"Descubre qu\u00e9 es un CRM, sus beneficios y c\u00f3mo mejora ventas, flujo de efectivo y utilidades en tu empresa. Mejora las finanzas de tu empresa.","robots":{"index":"index","follow":"follow","max-snippet":"max-snippet:-1","max-image-preview":"max-image-preview:large","max-video-preview":"max-video-preview:-1"},"canonical":"https:\/\/cfo-ready.com\/en\/crm-impacto-financiero-empresas\/","og_locale":"en_US","og_type":"article","og_title":"CRM efectos financieros en empresas","og_description":"Descubre qu\u00e9 es un CRM, sus beneficios y c\u00f3mo mejora ventas, flujo de efectivo y utilidades en tu empresa. Mejora las finanzas de tu empresa.","og_url":"https:\/\/cfo-ready.com\/en\/crm-impacto-financiero-empresas\/","og_site_name":"cfo ready","article_published_time":"2025-08-01T22:07:52+00:00","article_modified_time":"2025-08-01T22:07:53+00:00","og_image":[{"width":350,"height":800,"url":"https:\/\/cfo-ready.com\/wp-content\/uploads\/2025\/07\/qe-hacemos-ENG_3.jpg","type":"image\/jpeg"}],"author":"hgalicia@cfo-ready.com","twitter_card":"summary_large_image","twitter_misc":{"Written by":"hgalicia@cfo-ready.com","Est. reading time":"3 minutes"},"schema":{"@context":"https:\/\/schema.org","@graph":[{"@type":"WebPage","@id":"https:\/\/cfo-ready.com\/crm-impacto-financiero-empresas\/","url":"https:\/\/cfo-ready.com\/crm-impacto-financiero-empresas\/","name":"CRM efectos financieros en empresas","isPartOf":{"@id":"https:\/\/cfo-ready.com\/#website"},"primaryImageOfPage":{"@id":"https:\/\/cfo-ready.com\/crm-impacto-financiero-empresas\/#primaryimage"},"image":{"@id":"https:\/\/cfo-ready.com\/crm-impacto-financiero-empresas\/#primaryimage"},"thumbnailUrl":"https:\/\/cfo-ready.com\/wp-content\/uploads\/2025\/07\/qe-hacemos-ENG_3.jpg","datePublished":"2025-08-01T22:07:52+00:00","dateModified":"2025-08-01T22:07:53+00:00","author":{"@id":"https:\/\/cfo-ready.com\/#\/schema\/person\/f135be1eaf73b90855169ac5f77488f0"},"description":"Descubre qu\u00e9 es un CRM, sus beneficios y c\u00f3mo mejora ventas, flujo de efectivo y utilidades en tu empresa. Mejora las finanzas de tu empresa.","breadcrumb":{"@id":"https:\/\/cfo-ready.com\/crm-impacto-financiero-empresas\/#breadcrumb"},"inLanguage":"en-US","potentialAction":[{"@type":"ReadAction","target":["https:\/\/cfo-ready.com\/crm-impacto-financiero-empresas\/"]}]},{"@type":"ImageObject","inLanguage":"en-US","@id":"https:\/\/cfo-ready.com\/crm-impacto-financiero-empresas\/#primaryimage","url":"https:\/\/cfo-ready.com\/wp-content\/uploads\/2025\/07\/qe-hacemos-ENG_3.jpg","contentUrl":"https:\/\/cfo-ready.com\/wp-content\/uploads\/2025\/07\/qe-hacemos-ENG_3.jpg","width":350,"height":800},{"@type":"BreadcrumbList","@id":"https:\/\/cfo-ready.com\/crm-impacto-financiero-empresas\/#breadcrumb","itemListElement":[{"@type":"ListItem","position":1,"name":"Portada","item":"https:\/\/cfo-ready.com\/"},{"@type":"ListItem","position":2,"name":"\u00bfQu\u00e9 es un CRM y c\u00f3mo impacta las finanzas de tu empresa?: CRM efectos financieros en empresas"}]},{"@type":"WebSite","@id":"https:\/\/cfo-ready.com\/#website","url":"https:\/\/cfo-ready.com\/","name":"cfo ready","description":"","potentialAction":[{"@type":"SearchAction","target":{"@type":"EntryPoint","urlTemplate":"https:\/\/cfo-ready.com\/?s={search_term_string}"},"query-input":{"@type":"PropertyValueSpecification","valueRequired":true,"valueName":"search_term_string"}}],"inLanguage":"en-US"},{"@type":"Person","@id":"https:\/\/cfo-ready.com\/#\/schema\/person\/f135be1eaf73b90855169ac5f77488f0","name":"hgalicia@cfo-ready.com","image":{"@type":"ImageObject","inLanguage":"en-US","@id":"https:\/\/cfo-ready.com\/#\/schema\/person\/image\/","url":"https:\/\/secure.gravatar.com\/avatar\/9d0d733043e1790b9a099cfebe8c88eb95d509f7a90bfb0cb1c24de874c8e49a?s=96&d=mm&r=g","contentUrl":"https:\/\/secure.gravatar.com\/avatar\/9d0d733043e1790b9a099cfebe8c88eb95d509f7a90bfb0cb1c24de874c8e49a?s=96&d=mm&r=g","caption":"hgalicia@cfo-ready.com"},"url":"https:\/\/cfo-ready.com\/en\/author\/hgaliciacfo-ready-com\/"}]}},"_links":{"self":[{"href":"https:\/\/cfo-ready.com\/en\/wp-json\/wp\/v2\/posts\/403","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/cfo-ready.com\/en\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/cfo-ready.com\/en\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/cfo-ready.com\/en\/wp-json\/wp\/v2\/users\/2"}],"replies":[{"embeddable":true,"href":"https:\/\/cfo-ready.com\/en\/wp-json\/wp\/v2\/comments?post=403"}],"version-history":[{"count":1,"href":"https:\/\/cfo-ready.com\/en\/wp-json\/wp\/v2\/posts\/403\/revisions"}],"predecessor-version":[{"id":404,"href":"https:\/\/cfo-ready.com\/en\/wp-json\/wp\/v2\/posts\/403\/revisions\/404"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/cfo-ready.com\/en\/wp-json\/wp\/v2\/media\/275"}],"wp:attachment":[{"href":"https:\/\/cfo-ready.com\/en\/wp-json\/wp\/v2\/media?parent=403"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/cfo-ready.com\/en\/wp-json\/wp\/v2\/categories?post=403"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/cfo-ready.com\/en\/wp-json\/wp\/v2\/tags?post=403"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}